Peapack-Gladstone Financial Corp’s iShares US Real Estate ETF IYR Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Buy	+2,256	New	+$229K	﹤0.01%	640
2024 Q2	–	Sell	-2,956	Closed	-$266K	–	702
2024 Q1	$266K	Hold	2,956	–	–	﹤0.01%	590
2023 Q4	$270K	Hold	2,956	–	–	﹤0.01%	585
2023 Q3	$231K	Hold	2,956	–	–	﹤0.01%	603
2023 Q2	$256K	Sell	2,956 -135	-4%	-$11.3K	﹤0.01%	599
2023 Q1	$262K	Hold	3,091	–	–	0.01%	585
2022 Q4	$260K	Hold	3,091	–	–	0.01%	573
2022 Q3	$252K	Hold	3,091	–	–	0.01%	575
2022 Q2	$284K	Hold	3,091	–	–	0.01%	521
2022 Q1	$335K	Hold	3,091	–	–	0.01%	539
2021 Q4	$359K	Hold	3,091	–	–	0.01%	528
2021 Q3	$316K	Hold	3,091	–	–	0.01%	537
2021 Q2	$315K	Buy	+3,091	New	+$307K	0.01%	503
2020 Q1	–	Sell	-2,790	Closed	-$260K	–	376
2019 Q4	$260K	Sell	2,790 -1,000	-26%	-$92.7K	0.01%	314
2019 Q3	$355K	Sell	3,790 -200	-5%	-$18.2K	0.02%	287
2019 Q2	$348K	Sell	3,990 -1,000	-20%	-$87.5K	0.02%	289
2019 Q1	$434K	Hold	4,990	–	–	0.02%	256
2018 Q4	$374K	Hold	4,990	–	–	0.02%	259
2018 Q3	$399K	Hold	4,990	–	–	0.02%	254
2018 Q2	$402K	Hold	4,990	–	–	0.02%	252
2018 Q1	$377K	Sell	4,990 -480	-9%	-$36.4K	0.02%	264
2017 Q4	$443K	Sell	5,470 -1,065	-16%	-$86.5K	0.02%	243
2017 Q3	$522K	Hold	6,535	–	–	0.03%	219
2017 Q2	$521K	Hold	6,535	–	–	0.03%	216
2017 Q1	$513K	Sell	6,535 -345	-5%	-$26.9K	0.03%	218
2016 Q4	$529K	Buy	6,880 +1,450	+27%	+$110K	0.03%	200
2016 Q3	$438K	Buy	5,430 +1,000	+23%	+$82.8K	0.03%	217
2016 Q2	$365K	Buy	4,430 +175	+4%	+$13.7K	0.03%	237
2016 Q1	$331K	Hold	4,255	–	–	0.02%	248
2015 Q4	$319K	Sell	4,255 -500	-11%	-$37.3K	0.02%	264
2015 Q3	$337K	Hold	4,755	–	–	0.03%	245
2015 Q2	$339K	Hold	4,755	–	–	0.02%	254
2015 Q1	$377K	Buy	4,755 +2,000	+73%	+$160K	0.03%	246
2014 Q4	$212K	Buy	+2,755	New	+$206K	0.01%	292
2013 Q3	–	Sell	-3,901	Closed	-$259K	–	285
2013 Q2	$259K	Buy	+3,901	New	+$276K	0.02%	250

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Peapack-Gladstone Financial Corp's IYR Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 2,256 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Peapack-Gladstone Financial Corp previously reported a position in IYR as recently as Q1 2024.

Peapack-Gladstone Financial Corp first reported a position in IYR in Q2 2013 and has held it in 35 quarters since. The position peaked at $529K in Q4 2016. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Peapack-Gladstone Financial Corp held 2,256 shares of iShares US Real Estate ETF worth $230K as of Q2 2026.
iShares US Real Estate ETF was a new Peapack-Gladstone Financial Corp position in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #640 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 35 quarters since.
Peapack-Gladstone Financial Corp's iShares US Real Estate ETF position peaked at $529K in Q4 2016.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.